Purchases and Sales Made in Q2 2025 in J P Morgan Exchg Traded Fd Tr (JIRE)
This table provides information about the institutional ownership of J P Morgan Exchg Traded Fd Tr (JIRE) during Q2 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHG-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22.4K+ 37.31% |
$1.28M - $1.59M
|
82.6K
$6.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22KNew |
$1.25M - $1.56M
|
22K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.5KNew |
$1.11M - $1.38M
|
19.5K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19.3KNew |
$1.1M - $1.37M
|
19.3K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.4K+ 55.31% |
$990K - $1.23M
|
48.9K
$3.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.3KNew |
$981K - $1.22M
|
17.3K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 19.07% |
$960K - $1.19M
|
105K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.2KNew |
$922K - $1.15M
|
16.2K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.1K+ 25.74% |
$913K - $1.14M
|
78.4K
$5.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.25% |
$871K - $1.08M
|
307K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 5.76% |
$864K - $1.08M
|
279K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
14.5KNew |
$823K - $1.02M
|
14.5K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
13.6K+ 25.65% |
$771K - $959K
|
66.4K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.2K+ 3.01% |
$749K - $932K
|
450K
$33.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 43.7% |
$696K - $867K
|
40.3K
$2.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
12.1KNew |
$690K - $858K
|
12.1K
$897K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11.2K+ 7.3% |
$636K - $791K
|
164K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$574K - $715K
|
10.1K
$747K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
9.65K+ 58.62% |
$549K - $683K
|
26.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7KNew |
$398K - $495K
|
7K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.65K+ 12.2% |
$378K - $471K
|
61.1K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.58KNew |
$374K - $466K
|
6.58K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.28K+ 26.55% |
$357K - $445K
|
29.9K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.08KNew |
$346K - $430K
|
6.08K
$450K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.04KNew |
$343K - $427K
|
6.04K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.03K+ 335.17% |
$343K - $427K
|
7.83K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
6KNew |
$341K - $424K
|
6K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.55K+ 146.67% |
$316K - $393K
|
9.33K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.29KNew |
$301K - $374K
|
5.29K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.23K+ 47.13% |
$298K - $370K
|
16.3K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.87K+ 2.32% |
$277K - $345K
|
215K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.86KNew |
$276K - $344K
|
4.86K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.66KNew |
$265K - $330K
|
4.66K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.57K+ 16.21% |
$260K - $323K
|
32.7K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.41KNew |
$251K - $312K
|
4.41K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 25.85% |
$240K - $299K
|
20.6K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 4.89% |
$236K - $294K
|
89K
$6.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.13KNew |
$235K - $292K
|
4.13K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.98K+ 47.0% |
$227K - $282K
|
12.5K
$922K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.96K+ 3.44% |
$225K - $280K
|
119K
$8.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.86K+ 22.73% |
$219K - $273K
|
20.8K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
$192K - $239K
|
3.37K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.36KNew |
$191K - $238K
|
3.36K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.3K+ 7171.74% |
$188K - $233K
|
3.35K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.21KNew |
$182K - $227K
|
3.21K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.1K+ 77.21% |
$176K - $219K
|
7.12K
$526K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 52.64% |
$172K - $214K
|
8.78K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3K+ 2.99% |
$171K - $213K
|
103K
$7.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.95K+ 0.81% |
$168K - $208K
|
368K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.87KNew |
$163K - $203K
|
2.87K
$212K
|